Investment Manager

JOB DETAILS:

Job Role

: Investment Manager

Industry

: Banking and Finance

Working

Day : 6

Work Mode

: ONSITE

Salary

: Best in Industry

Experience

: 4-7 years

Location

: Mumbai

Review Criteria:

• Strong investor management profile
• Must have 4+ years of fundraising experience startups, AIFs, or investment products), investor management and network building
• Must be proficient in pitching investment opportunities and onboarding investors
• Must have experience conducting investor meetings & presentations
• Must have experience achieving revenue targets
• Must have experience representing the company at networking events
• Must understand startup valuation basics, portfolio reporting, investment products.
• Must prepare investment proposals, performance reports, and KPIs.
• No strict requirement, but finance background preferred.
• Must have high ownership and target-driven mindset.

Preferred:

• Preferably from VC firms, AIFs, Wealth Management, Investment Banking, or startup fundraising roles.
• Preferred (Industry): Events industry
• Preferred (Work background): Experience in start-up funding events & roadshows

Job Specific Criteria:

• CV Attachment is mandatory
• How many years of experience do you have in investor management?
• Are you comfortable working 6 days from Mumbai office?
• Current company?
• Current Location?

Role & Responsibilities:

About the Role:

We are seeking a highly driven and strategic Manager - Investment (Start-up Fundraising) to lead fundraising, manage investor relationships, and drive portfolio growth. The role requires a mix of financial expertise, investor engagement, and strong networking ability to achieve AUM growth and revenue targets. The ideal candidate will have proven experience in capital raising, managing HNIs/Family Offices/Venture Partners, and expanding investor networks.

Key Responsibilities:

Fundraising & AUM Growth-

• Drive growth in Assets Under Management (AUM) by meeting set targets.
• Achieve quarterly and annual revenue targets through investor onboarding and capital deployment.

Investor Relationship Management-

• Research, identify, and connect with high-potential investors (HNIs, Family Offices, Institutions).
• Nurture relationships with inactive investors and convert them into active contributors.
• Build long-term trust by ensuring transparency, timely updates, and strong portfolio communication.
• Proactively outreach and pitch company’s value proposition and curated start-up campaigns.
• Seamlessly onboard new investors, ensuring smooth KYC, onboarding, and activation.

Business Development & Conversion-

• Source, qualify, and onboard new investors through referrals, networking, and events.
• Leverage existing investor networks for introductions and referrals.
• Manage pipeline of new investor conversions and ensure smooth onboarding process.

Networking & Outreach-

• Represent the firm in industry events, conferences, and investor summits to expand reach.
• Stay updated on funding trends, investor behavior, and competitive landscape.
• Conduct one-on-one investor meetings to present opportunities and investment strategies.
• Establish strong connections with Venture Partners, Family Offices, and Institutional Investors for strategic collaborations.

Strategic Input & Reporting-

• Prepare and present investment proposals and performance reports.
• Work closely with the investment team to align fundraising strategy with portfolio needs.
• Track KPIs (AUM growth, investor reach-outs, referrals, event participation, conversions, revenue).

Ideal Candidate:

• 4+ years of proven experience in fundraising for start-up.
• Strong investor network with HNIs, Family Offices, and Institutions.
• Track record of achieving AUM/revenue targets and closing investor commitments.
• Exceptional communication, presentation, and relationship-building skills.
• Entrepreneurial mindset, high ownership, and target-driven approach.